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Goals: Adding Key Results

CJ Tirado avatar
Written by CJ Tirado
Updated over a year ago

Key Results can be added to Goals as an additional factor in tracking and breaking down goal completion. You can think of Key Results as Sub-Goals!


Steps to Add Key Results to Goals

From a Goal, click the dropdown arrow to the left of the title

Click + Add Key Result button

  1. Enter Key Result Title

    1. This is a short summary of the Key Result

  2. Select a Due Date

    1. This Month, This Quarter, This Year, or Custom Date

  3. Set Weight to the Key Result on a scale from 1 to 10

    1. Here you will decide how this key result will contribute to the completion of this specific goal

  4. Description of the Key Result

  5. Set the Progress Calculation

    1. Percentage - is just simply 0-100% slider bar tracker.

    2. Number - set a Target number and the Metric.
      This calculation is able to track numerically how close someone is to a target (ex. 25 out of 30 calls would update to 83%).

    3. Binary – True or False. This is useful in tracking a goal where you have either completed the task or reached an achievement (will give full credit if completed and 0% credit for being incomplete).

Save each Key Result by clicking the Save Button at the bottom of the window.

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